|
151
|
Fidelity Investments
Boston,
Massachusetts
|
$12M
|
+$1.97M
|
+33,902
|
+21%
|
|
|
152
|
United Services Automobile Association
San Antonio,
Texas
|
$12M
|
-$331K
|
-5,687
|
-3%
|
|
|
153
|
Barclays
London,
United Kingdom
|
$11.9M
|
-$18.2M
|
-312,443
|
-61%
|
|
|
154
|
Truist Financial
Charlotte,
North Carolina
|
$11.9M
|
+$958K
|
+16,455
|
+9%
|
|
|
155
|
WealthCollab
Bellevue,
Washington
|
$11.8M
|
+$804K
|
+13,807
|
+8%
|
|
|
156
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$11.6M
|
-$233K
|
-3,999
|
-2%
|
|
|
157
|
Apella Capital
West Hartford,
Connecticut
|
$11.5M
|
+$934K
|
+16,050
|
+9%
|
|
|
158
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$11.5M
|
+$270K
|
+4,638
|
+2%
|
|
|
159
|
Legacy Private Trust
Neenah,
Wisconsin
|
$11.3M
|
+$220K
|
+3,779
|
+2%
|
|
|
160
|
Clarity Wealth Advisors
San Jose,
California
|
$11.2M
|
+$306K
|
+5,251
|
+3%
|
|
|
161
|
Atria Investments
Charlotte,
North Carolina
|
$10.6M
|
+$691K
|
+11,876
|
+7%
|
|
|
162
|
Citadel Advisors
Miami,
Florida
|
$10.5M
|
+$10.1M
|
+173,178
|
+9,873%
|
|
|
163
|
Main Management
San Francisco,
California
|
$10.1M
|
+$30.7K
|
+527
|
+0.3%
|
|
|
164
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$9.87M
|
+$287K
|
+4,935
|
+3%
|
|
|
165
|
Diversified Trust
Memphis,
Tennessee
|
$9.84M
|
-$14K
|
-241
|
-0.1%
|
|
|
166
|
|
$9.81M
|
+$32.7K
|
+562
|
+0.3%
|
|
|
167
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$9.75M
|
-$77K
|
-1,323
|
-0.8%
|
|
|
168
|
Coombe, Bender & Co
Ellenville,
New York
|
$9.5M
|
-$91.4K
|
-1,570
|
-1%
|
|
|
169
|
Avantax Advisory Services
Dallas,
Texas
|
$9.45M
|
-$170K
|
-2,922
|
-2%
|
|
|
170
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$9.45M
|
+$139K
|
+2,385
|
+2%
|
|
|
171
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$9.19M
|
-$1.5M
|
-25,774
|
-14%
|
|
|
172
|
Harbour Investments
Madison,
Wisconsin
|
$8.92M
|
+$852K
|
+14,642
|
+11%
|
|
|
173
|
Hyperion Partners
Berwyn,
Pennsylvania
|
$8.91M
|
+$151K
|
+2,598
|
+2%
|
|
|
174
|
Joel Isaacson & Co
New York
|
$8.83M
|
+$901K
|
+15,472
|
+12%
|
|
|
175
|
First Horizon Advisors
Memphis,
Tennessee
|
$8.79M
|
+$133K
|
+2,280
|
+2%
|
|
